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We took a close look at how advisors on our platform positioned portfolios in 2025 and where capital flowed most decisively.
Multi-strategy strategies led the way (44.7%), reflecting a clear preference for flexibility across market cycles. Top managers actively adjusted exposures, took advantage of dislocations, and delivered more consistent outcomes—reinforcing multi-strategy as a core allocation.
Equity market-neutral strategies gained meaningful traction (30.8%) as advisors sought stability amid persistent equity volatility. Returns were driven by manager skill and security selection rather than market direction.
Private credit saw the strongest inflows (52.5%), as advisors prioritized income and capital preservation. Managers with disciplined underwriting and strong sourcing networks stood out, generating attractive yields while managing risk in a higher-rate environment.
The focus remains on understanding where capital is working hardest—and where new opportunities are emerging. If you’re interested in discussing allocation trends or exploring top-performing managers for 2026, let’s connect.
Learn more in our year-end platform performance review
lnkd.in/ee_PGTFu
For registered investment advisors only.
IMPORTANT DISCLOSURE: lnkd.in/ew7gZYyX
lnkd.in LinkedIn This link will take you to a page that’s not on LinkedIn Multi-strategy strategies led the way (44.7%), reflecting a clear preference for flexibility across market cycles. Top managers actively adjusted exposures, took advantage of dislocations, and delivered more consistent outcomes—reinforcing multi-strategy as a core allocation.
Equity market-neutral strategies gained meaningful traction (30.8%) as advisors sought stability amid persistent equity volatility. Returns were driven by manager skill and security selection rather than market direction.
Private credit saw the strongest inflows (52.5%), as advisors prioritized income and capital preservation. Managers with disciplined underwriting and strong sourcing networks stood out, generating attractive yields while managing risk in a higher-rate environment.
The focus remains on understanding where capital is working hardest—and where new opportunities are emerging. If you’re interested in discussing allocation trends or exploring top-performing managers for 2026, let’s connect.
Learn more in our year-end platform performance review
lnkd.in/ee_PGTFu
For registered investment advisors only.
IMPORTANT DISCLOSURE: lnkd.in/ew7gZYyX
